Whipplewood Advisors’s Energy Transfer Partners ET Stock Holding History

Whipplewood Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$553K	Hold	28,923	–	–	0.37%	70
2026 Q1	$558K	Sell	28,923 -768	-3%	-$14.1K	0.29%	82
2025 Q4	$490K	Hold	29,691	–	–	0.31%	84
2025 Q3	$509K	Hold	29,691	–	–	0.34%	77
2025 Q2	$538K	Buy	29,691 +29,687	+742,175%	+$518K	0.3%	86
2025 Q1	$552K	Sell	4 -29,687	-100%	-$578K	0.33%	74
2024 Q4	$582K	Buy	+29,691	New	+$526K	0.33%	76

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Whipplewood Advisors's ET Position: Q2 2026 in Review

Whipplewood Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 28,923 shares worth $553K. The position accounts for 0.37% of the portfolio, ranked #70.

Whipplewood Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $582K in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Whipplewood Advisors held 28,923 shares of Energy Transfer Partners worth $553K as of Q2 2026.
Whipplewood Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.37% of Whipplewood Advisors's portfolio in Q2 2026, its #70 holding.
Whipplewood Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Energy Transfer Partners position peaked at $582K in Q4 2024.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.